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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,181 | $106,280-41.5% | $96,538-35.6% | $139,487-55.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | -6.83% | 38.48%-45.3pp | 35.74%-42.6pp | 373.84%-380.7pp |
| Employer contribution / active EE | $471 | $4,107-88.5% | $3,740-87.4% | $4,755-90.1% |
| Participant deferral / active EE | $2,239 | $5,457-59.0% | $4,880-54.1% | $6,713-66.6% |
| Admin fee / account holder | $30,702 | $7,888+289.2% | $6,737+355.7% | $11,407+169.1% |